What smart money is saying about Concentrix
2 funds in our archive have pitched Concentrix, most recently Loomis Sayles Small Cap Value Fund in June 2025.
Concentrix Corporation provides technology-infused customer experience (CX) solutions worldwide. The company provides CX process optimization, technology innovation, front- and back-office automation, analytics, and business transformation services. It also offers customer lifecycle management; customer experience/user experience strategy and design; digital transformation; and voice of the customer and analytics solutions. The company's clients include consumer electronics, technology, e-commerce, and health insurance companies, as well as global IPOs, social brands, and banks. Concentrix Corporation was incorporated in 2009 and is based in Fremont, California.
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Position history
Between Q1 2025 and Q2 2025, 1 fund letter reported a position in Concentrix, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- June 2025
“• Concentrix provides customer engagement solutions to large enterprises worldwide. The company helps their clients engage with customers through voice, chat and e-mail. The stock price had been facing twin headwinds from both macro-economic weakness and competitive threats from Artificial Intelligence (AI). During the first quarter, Concentrix’s revenue began to demonstrate growth on a year-over-year basis, combined with net margin expansion which resulted in share price appreciation. We are aware of the potential headwind of generative AI, however Chat GPT was released nearly three years ago, and thus far Concentrix headcount continues to increase. Additionally, the company is demonstrating the ability to monetize generative AI. Over the long-term Concentrix has demonstrated the ability to deploy new technologies with domain expertise which has led to improving customer efficiency. As a result of the discounted valuation and nimble management team we continue to see an attractive risk reward and maintain an investment in the company.”
Concentrix
Fund coverage · 2 theses
- Loomis Sayles Small Cap Value FundJune 2025
Concentrix is a customer engagement solutions provider experiencing growth and share price appreciation despite AI competition, offering an attractive long-term investment opportunity.
Read the full thesis - Loomis Sayles Small Cap FundMarch 2025
Concentrix is a customer engagement solutions provider showing revenue growth and net margin expansion despite challenges from macroeconomic conditions and AI competition, making it an attractive investment opportunity.
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